+33.4%
AG vs SWK
+87.6%
-54.2%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +13.1% | -4.0% | +0.9% |
| 7D | -2.6% | +17.9% | -20.5% | -12.4% |
| 30D | -12.1% | +31.9% | -44.1% | -26.7% |
| 3M | -6.6% | +16.6% | -23.2% | -15.6% |
| 6M | -20.5% | +61.1% | -81.6% | -40.9% |
| YTD | -7.4% | +64.2% | -71.7% | -30.8% |
| 1Y | +33.4% | +85.2% | -51.8% | -0.5% |
| All | +33.4% | +87.6% | -54.2% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SWK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling